Goldman's State Of U.S. Consumer Outlook Gets More Grim

Goldman's State Of U.S. Consumer Outlook Gets More Grim Goldman consumer analysts Kate McShane and Bonnie Herzog cut their 2026 discretionary cash-inflow growth forecast for the second time this year, citing a worsening squeeze on U.S. households as slower disposable income growth collides with higher fuel prices at the pump. The revision points to a softening among cash-strapped consumers as the US-Iran conflict enters its third month. McShane and Herzog cut their 2026 U.S. discretionary cash inflow growth to 3.7% from the previous forecast of 4.2% in early April, as...